SEC CIK 1866634
Morgan Jason Lemar
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| HLIOview stock → | 4,393.29 | 2023-02-28 |
Position History — HLIO
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — HLIO
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2023-02-28 | Option exercise (derivative) | 348 | $0.00 | 0 |
| 2023-02-28 | Option exercise (derivative) | 1,926 | $0.00 | 0 |
| 2023-02-28 | Tax withholding | 147 | $67.74 | 4,393.29 |
| 2023-02-28 | Option exercise | 348 | $0.00 | 4,540.29 |
| 2023-02-28 | Tax withholding | 814 | $54.44 | 4,192.29 |
| 2023-02-28 | Option exercise | 1,926 | $0.00 | 5,006.29 |
| 2023-01-28 | Option exercise (derivative) | 251 | $0.00 | 252 |
| 2023-01-28 | Tax withholding | 113 | $66.19 | 3,080.29 |
| 2023-01-28 | Option exercise | 251 | $0.00 | 3,193.29 |
| 2023-01-06 | Grant / award (derivative) | 3,853 | $0.00 | 3,853 |
| 2023-01-06 | Grant / award (derivative) | 3,500 | $0.00 | 3,500 |
| 2023-01-06 | Grant / award (derivative) | 3,853 | $0.00 | 3,853 |
| 2023-01-03 | Option exercise (derivative) | 486 | $0.00 | 974 |
| 2023-01-03 | Option exercise | 486 | $0.00 | 2,942.29 |
| 2022-10-01 | Grant / award (derivative) | 4,000 | $0.00 | 4,000 |
| 2022-04-28 | I | 22.58 | $68.71 | 0 |
| 2022-02-28 | Option exercise (derivative) | 348 | $0.00 | 348 |
| 2022-02-28 | Tax withholding | 137 | $78.41 | 2,278.62 |
| 2022-02-28 | Option exercise | 348 | $0.00 | 2,415.62 |
| 2022-02-25 | Option exercise (derivative) | 1,456 | $0.00 | 0 |
| 2022-02-25 | Tax withholding | 573 | $105.17 | 2,067.62 |
| 2022-02-25 | Option exercise | 1,456 | $0.00 | 2,640.62 |
| 2022-02-22 | Option exercise (derivative) | 324 | $0.00 | 0 |
| 2022-02-22 | Option exercise | 324 | $0.00 | 1,310.62 |
| 2022-02-22 | Tax withholding | 126 | $74.52 | 1,184.62 |
| 2022-01-28 | Option exercise (derivative) | 251 | $0.00 | 503 |
| 2022-01-28 | Tax withholding | 102 | $77.10 | 986.62 |
| 2022-01-28 | Option exercise | 251 | $0.00 | 1,088.62 |
| 2022-01-03 | Grant / award (derivative) | 1,460 | $0.00 | 1,460 |
| 2022-01-03 | Grant / award (derivative) | 1,460 | $0.00 | 1,460 |
| 2022-01-01 | Option exercise (derivative) | 1,126 | $0.00 | 0 |
| 2022-01-01 | Tax withholding | 503 | $105.17 | 837.62 |
| 2022-01-01 | Option exercise | 1,126 | $0.00 | 1,340.62 |
| 2021-09-27 | Open-market sale | 400 | $90.00 | 162.17 |
| 2021-09-23 | Open-market sale | 400 | $87.50 | 562.17 |
| 2021-09-22 | Open-market sale | 400 | $85.33 | 962.17 |
| 2021-07-01 | Option exercise (derivative) | 713 | $0.00 | 0 |
| 2021-07-01 | Tax withholding | 174 | $78.20 | 1,362.17 |
| 2021-07-01 | Option exercise | 713 | $0.00 | 1,536.17 |
| 2021-06-04 | — | — | — | 25.53 |
| 2021-06-04 | — | — | — | 1,036.26 |
| 2021-06-04 | Tax withholding | 244 | $73.53 | 792.26 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.